Jones Financial Companies’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
4,165
+2,102
| +102% | +$133K | ﹤0.01% | 1545 |
|
|
2025
Q1 | $83.8K | Sell |
2,063
-59
| -3% | -$2.4K | ﹤0.01% | 1857 |
|
|
2024
Q4 | $95.6K | Buy |
2,122
+900
| +74% | +$40.6K | ﹤0.01% | 1638 |
|
|
2024
Q3 | $64.1K | Buy |
1,222
+1,156
| +1,752% | +$60.6K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $3.79K | Buy |
+66
| New | +$3.79K | ﹤0.01% | 2007 |
|
|
2023
Q1 | – | Sell |
-37
| Closed | -$1K | – | 790 |
|
|
2022
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 718 |
|
|
2022
Q3 | – | Sell |
-165
| Closed | -$6K | – | 745 |
|
|
2022
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 591 |
|
|
2021
Q3 | $7K | Sell |
165
-27
| -14% | -$1.15K | ﹤0.01% | 551 |
|
|
2021
Q2 | $10K | Hold |
192
| – | – | ﹤0.01% | 474 |
|
|
2021
Q1 | $10K | Sell |
192
-13
| -6% | -$677 | ﹤0.01% | 539 |
|
|
2020
Q4 | $9K | Buy |
+205
| New | +$9K | ﹤0.01% | 447 |
|